Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-668
Closed -$233K 530
2025
Q1
$233K Buy
+668
New +$233K 0.02% 407
2024
Q4
Sell
-648
Closed -$203K 472
2024
Q3
$203K Buy
+648
New +$203K 0.02% 421